LR
Logan S. Ramer
ALPHASTAR CAPITAL MANAGEMENT
Rochester, MN 55902
Some features on this profile are disabled
CRD#: 6198174
LR
Professional summary
Logan Scott Ramer is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Rochester, Minnesota.
Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Logan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Midland National - Insurance
Midland National Life Insurance Company
One Sammons Plaza
Sioux Falls, SD 57193
General Agent since 2018
Roughly 1 hour/week on average, occasionally during market hours
Duties: selling insurance as part of retirement plans
Ramer Retirement Resourses - Insurance Service and Products
2001 2nd Street SW, Rochester, MN 55902
General Agent since 2016
Approx 20 hour/week on average, occasionally during market hours
Duties: selling insurance as part of retirement plans
CRS (Client Relationship Summary) - RIA
Click below to view Logan Scott Ramer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 14, 2020 - Present
ALPHASTAR CAPITAL MANAGEMENT
Office #1: 2001 2nd Street Sw, Rochester, MN 55902RIA
CRD#: 157423
Rochester, MN
Past
August 2, 2017 - January 4, 2021
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Rochester, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - (5/18/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(12/14/2020)
Current Firm
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - (5/18/2011 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
124
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,592 |
| AUM (Assets Under Management) | $ 1,841,154,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/12/2023 | ||
| 06/27/2023 | ||
| 01/24/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALPHASTAR CAPITAL MANAGEMENT
CRD#: 157423Rochester, MN 55902TRUST BUT VERIFY
Monitor Logan Ramer
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
